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We have been assisting UK migrants and returning Kiwis transfer their UK pensions for over 10 years making us one of NZ’s most established and Trusted Advisors.
“I can not speak highly enough of the efficiency, diligence and personal attention given to me by Mike and his team at FMG. My UK pension provider (Phoenix Life), had bamboozled early attempts for a transfer, but with the FMG behind me, (resources and know how both here and in the UK) – they cut through all the red tape and made it happen quickly and hassle free. For me this was a huge relief as past attempts had been frustrating, time consuming and emotionally draining.
Mike spent a good amount of personal time ensuring there was a complete understanding off the transfer process and explained what needed to be considered. Ultimately this resulted in a transfer and investment plan that met all my needs with costs that were fair and equitable. Documentation was comprehensive and sign-off was required at each of step, so there was always that feeling of being in control.
For anyone considering a transfer of a UK pension to NZ, I strongly recommend having a chat with Mike and the good folks at FMG – you’ll be glad you did, I was.”
“I must say have been very impressed at how quickly and seamlessly it has been to date, Mike has
been very helpful, professional and thorough and I would not hesitate to recommend him to anyone
else who might need his services.”
We have been assisting UK migrants transfer their UK pensions to New Zealand for over 7 years. Our experienced team have a background in UK financial services and understand the challenges of moving to the other side of the world. We offer a full range of financial services including taxation and insurance advice. Our clients mean a lot to us, we pride ourselves on providing the best service and building lasting relationships.